Our Team

We believe you can only get consistently good advice from people who know how to exercise professional judgment based on sound strategies that consistently produce positive results.

OUR STRATEGIC PARTNERSHIPS

Dietz NextStage is a Member Firm of Valmark Financial Group, a 57-year-old, invitation-only group of independent wealth and insurance advisory firms. As a collective group, Valmark Member Firms have over $50 billion of life insurance in force and an estimated $6 billion of assets under management with an additional $25 billion of assets under management controlled through independent Investment Advisors associated with Valmark. This combined buying power gives us access to some of the nation’s top companies, products, and services, enabling us to advocate on behalf of our clients while maintaining independence.

Valmark Securities, Inc., our broker dealer, is a member of FINRA and SIPC, and is licensed in all 50 states for securities and insurance. The company has 100+ independently-owned Member Firms throughout the United States. Its affiliate, Valmark Advisers, Inc., is a Registered Investment Advisor with the SEC. WWW.VALMARKFG.COM

SOME OF THE BRIGHTEST MINDS IN THE BUSINESS WORKING ON YOUR BEHALF

Valmark employs over 100 professionals with credentials spanning multiple financial disciplines—from legal, accounting, tax and financial advisory expertise to life insurance, business insurance, and estate planning. This enables us to leverage the knowledge and experience of these professionals to help us deliver innovative thinking and recommendations when helping our clients strategically plan for their futures. A sample representation of the team’s credentials includes:

FINANCIAL PLANNING AND INVESTMENT MANAGEMENT TEAM including a robust financial planning division with over a dozen CERTIFIED FINANCIAL PLANNERS professionals on staff, many of whom graduated with degrees in Financial Services. The Investment Management division is staffed with Chartered Financial Analysts (CFAs), Investment Analysts, MBAs, the former Chief Investment Officer of a major bank, and is led by one of the nation’s “Top 10 All Stars”, named by EFTReport. Members of both teams are regularly featured in industry trades and consumer financial publications, including The Wall Street Journal.

AN UNDERWRITING ADVOCACY TEAM with several former insurance company underwriting vice presidents, directors and medical directors, a licensed physician, and a staff of case management, business processing and policy service specialists.

INSURANCE PLANNING SPECIALISTS AND ADVANCED CASE ADVISORS, including a team of attorneys, accountants, MBAs, Certified Financial Planners™, Chartered Life Underwriters, and Chartered Financial Consultants, many of whom are FINRA Registered Principals who provide independent assessment and analysis of recommended product sets, policy management and life settlements.

 

KEY BACK-OFFICE TEAM MEMBERS

Investment and Financial Planning Resources

Life Insurance and Underwriting Resources

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.